Step 1: Create a new persona, clone or edit an existing one that you want to modify to target companies.

Step 2: When editing companies for a persona, change to use the "Manual Select" option


Step 3: Start searching for individual companies in the search bar, or upload a CSV file to the persona, and we will try to identify you target accounts. The CSV file has to contain a "website" header or a "company name" header.


Step 4: Review the list to manually select or deselect companies in the list.

Step 5: You can look at detailed company information by clicking into the company and the company review modal will appear.

Now proceed as usual by completing the persona edit wizard, reviewing the sample results and start sourcing when you are happy with the persona.

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